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Markel Group

831 hedge funds and large institutions have $18.9B invested in Markel Group in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 287 increasing their positions, 265 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $20B → $18.9B (-$1.08B)

11% less funds holding in top 10

Funds holding in top 10: 4641 (-5)

18% less call options, than puts

Call options by funds: $116M | Put options by funds: $141M

Holders
831
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$141M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
576
Vestmark Advisory Solutions
Massachusetts
$377K
BJL
577
Brighton Jones LLC
Washington
$376K
EH
578
Equitable Holdings
New York
$375K
NW
579
NewEdge Wealth
Pennsylvania
$371K
HWA
580
Heartwood Wealth Advisors
Virginia
$371K
FGWP
581
Founders Grove Wealth Partners
Virginia
$369K
MF
582
Manchester Financial
California
$367K
RFM
583
Royal Fund Management
Florida
$367K
CIA
584
Choate Investment Advisors
Massachusetts
$367K
CCA
585
Cadent Capital Advisors
Oklahoma
$365K
APWM
586
Argonautica Private Wealth Management
Massachusetts
$365K
LNWWM
587
Laird Norton Wetherby Wealth Management
California
$363K
JHCP
588
Jackson Hole Capital Partners
Oklahoma
$363K
DO
589
denkapparat Operations
Germany
$363K
HCM
590
Howland Capital Management
Massachusetts
$361K
FCP
591
Fidelis Capital Partners
Florida
$359K
Vontobel Holding
592
Vontobel Holding
Switzerland
$357K
RCM
593
RMR Capital Management
California
$356K
NB
594
NBT Bank
New York
$354K
IP
595
Isthmus Partners
Wisconsin
$352K
TIA
596
Traphagen Investment Advisors
New Jersey
$348K
MFG
597
Merit Financial Group
Georgia
$346K
Fifth Third Bancorp
598
Fifth Third Bancorp
Ohio
$346K
WWC
599
Waypoint Wealth Counsel
Georgia
$342K
WANY
600
Wealthspire Advisors (New York)
New York
$336K